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Houlihan Lokey
HLI

544 hedge funds and large institutions have $7.72B invested in Houlihan Lokey in 2026 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 190 increasing their positions, 213 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

289% more call options, than puts

Call options by funds: $3.63M | Put options by funds: $934K

1.04% more ownership

Funds ownership: 99.9% → 100.93% (+1%)

6% less funds holding

Funds holding: 576 → 544 (-32)

11% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 213

17% less capital invested

Capital invested by funds: $9.3B → $7.72B (-$1.58B)

24% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 96

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
544
Holders Change
-32
Holders Change %
-5.56%
% of All Funds
6.69%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
73
Increased
190
Reduced
213
Closed
96
Calls
$3.63M
Puts
$934K
Net Calls
+$2.7M
Net Calls Change
+$2.5M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$171M
2
Citadel Advisors
Citadel Advisors
Florida
+$69.3M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$58M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$47.9M
5
CIP
Champlain Investment Partners
Vermont
+$42.5M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$64.7M
2
First Trust Advisors
First Trust Advisors
Illinois
-$61.8M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$59.1M
4
Invesco
Invesco
Georgia
-$47.1M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$46.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
FA
176
Faithward Advisors
Pennsylvania
$2.78M +$49.8K +303 +2%
AC
177
Allstate Corporation
Illinois
$2.77M +$3.17M +19,287 New
US Bancorp
178
US Bancorp
Minnesota
$2.74M -$142K -866 -4%
Man Group
179
Man Group
United Kingdom
$2.71M -$3.69M -22,418 -54%
State Board of Administration of Florida Retirement System
180
State Board of Administration of Florida Retirement System
Florida
$2.7M – – –
Point72 Asset Management
181
Point72 Asset Management
Connecticut
$2.65M -$15.9M -96,817 -84%
SA
182
Sanctuary Advisors
Indiana
$2.64M -$28K -170 -0.9%
HSBC Holdings
183
HSBC Holdings
United Kingdom
$2.64M -$1.21M -7,381 -29%
Cerity Partners
184
Cerity Partners
New York
$2.62M -$114K -692 -4%
XT
185
XTX Topco
Cayman Islands
$2.51M -$106K -642 -4%
Squarepoint
186
Squarepoint
New York
$2.47M +$2.83M +17,191 New
AIP
187
Ameritas Investment Partners
Nebraska
$2.46M +$230K +1,400 +9%
TRSOTSOK
188
Teachers Retirement System of the State of Kentucky
Kentucky
$2.39M – – –
YCM
189
Yousif Capital Management
Michigan
$2.38M -$168K -1,021 -6%
PNC Financial Services Group
190
PNC Financial Services Group
Pennsylvania
$2.38M -$13.3K -81 -0.5%
RFC
191
Regions Financial Corp
Alabama
$2.36M -$339K -2,061 -11%
VIM
192
VELA Investment Management
Ohio
$2.32M +$2.65M +16,130 New
State of New Jersey Common Pension Fund D
193
State of New Jersey Common Pension Fund D
New Jersey
$2.32M – – –
State of Wisconsin Investment Board
194
State of Wisconsin Investment Board
Wisconsin
$2.29M +$904K +5,496 +53%
VPIM
195
Vanguard Personalized Indexing Management
California
$2.28M +$1.13M +6,853 +76%
LSERS
196
Louisiana State Employees Retirement System
Louisiana
$2.27M +$115K +700 +5%
Victory Capital Management
197
Victory Capital Management
Texas
$2.26M -$1.52M -9,217 -37%
AI
198
Atria Investments
North Carolina
$2.21M -$696K -4,228 -22%
ASRS
199
Arizona State Retirement System
Arizona
$2.15M -$30.6K -186 -1%
Canada Pension Plan Investment Board
200
Canada Pension Plan Investment Board
Ontario, Canada
$2.11M – – –
6 7
8
9 10

HLI Hedge Fund Activity: Q1 2026 in Review

544 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Houlihan Lokey (HLI) for Q1 2026, worth a combined $7.72B — down 17% from $9.3B a quarter earlier.

Sellers outnumbered buyers: 96 funds closed out of HLI and 73 opened new positions — a net loss of 23 holders — while 213 trimmed existing stakes and 190 added.

The largest buyer was Morgan Stanley, adding an estimated $171M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $64.7M.

  • 544 institutional investors held Houlihan Lokey (HLI) as of Q1 2026, down from 576 in Q4 2025.
  • Funds reported $7.72B of Houlihan Lokey stock for Q1 2026, down 17% quarter-over-quarter.
  • 73 funds opened new Houlihan Lokey positions in Q1 2026 and 96 closed out, a net change of -23 holders.
  • The largest Houlihan Lokey buyer in Q1 2026 was Morgan Stanley, an estimated $171M added.
  • The largest Houlihan Lokey seller in Q1 2026 was T. Rowe Price Investment Management, an estimated $64.7M sold.

Based on aggregated 13F filings for Q1 2026.